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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,764 | $106,905+141.1% | $84,020+206.8% | $152,885+68.6% |
| Participation rate | 44.4% | 75.2%-30.8pp | 69.0%-24.6pp | 82.5%-38.0pp |
| Annual return | 19.48% | 105.00%-85.5pp | 71.31%-51.8pp | 345.39%-325.9pp |
| Employer contribution / active EE | $1,027 | $2,735-62.4% | $1,984-48.2% | $4,763-78.4% |
| Participant deferral / active EE | $3,560 | $4,012-11.3% | $3,239+9.9% | $5,851-39.1% |
| Admin fee / account holder | $3,152 | $8,287-62.0% | $6,101-48.3% | $11,598-72.8% |